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SageView Advisory Group, LLC: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageView Advisory Group, LLC on SHYG, newest first. How the timeline and the estimate are built.

SageView Advisory Group, LLC held 103,914 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,914 shares
    Change vs previous 13F +1,206 shares

    0.14% of the 13F portfolio, value $4,406,994.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 102,708 shares
    Change vs previous 13F -4,868 shares

    0.16% of the 13F portfolio, value $4,345,576.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 107,576 shares
    Change vs previous 13F +747 shares

    0.16% of the 13F portfolio, value $4,611,784.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 106,829 shares
    Change vs previous 13F -1,163 shares

    0.16% of the 13F portfolio, value $4,625,696.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 107,992 shares
    Change vs previous 13F +504 shares

    0.18% of the 13F portfolio, value $4,649,057.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 107,488 shares
    Change vs previous 13F -4,206 shares

    0.19% of the 13F portfolio, value $4,570,391.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 111,694 shares
    Change vs previous 13F +67 shares

    0.2% of the 13F portfolio, value $4,759,283.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 111,627 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,846,845.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).